Get Your Business Valued — OB Investment Group

Your business

Everything in this section is required.

Business name

Industry

Entity type

City

State

Years in business

Employees (FTE)

The numbers

All required. Best estimates are fine — your uploaded documents are the source of truth. Enter 0 where something doesn't apply.

Revenue — 3 years ago

Revenue — 2 years ago

Revenue — most recent year

Reported pre-tax profit (most recent yr)

Your salary (what you pay yourself)

Personal/owner perks run through the business

Interest expense

Depreciation & amortization

One-time / non-recurring costs

Inventory value

Asking price (optional)

Any single customer >20% of revenue?

Recurring revenue (contracts/memberships)

Upload your financials

Upload your P&L, balance sheet, tax returns, and any QuickBooks/Xero reports — 3 years if you have them. ?Best formats: PDF or Excel.

From QuickBooks/Xero: Reports → choose the report → Export → PDF or Excel.

From paper: scan with your phone — iPhone: Notes → camera → "Scan Documents"; Android: Google Drive → + → Scan. Make sure the numbers are sharp and the whole page is in frame.

Clear photos are OK if every number and word is readable.

📎 Click to choose files — PDF, Excel, Word, or clear photos (multiple OK)

Your goals

All required — these tailor your valuation to your situation. We can't generate your evaluation until these are answered.

Why are you considering a valuation / sale now?

If you sold, ideal timeline?

After a sale, what involvement do you want?

How important are the proceeds to your next chapter?

Open to monthly income vs. one lump sum?

Currently talking with other buyers or brokers?

How much do you care about your legacy / name continuing?

How important is it that your team is taken care of?

Owners & contact

Name(s) of all owners

Phone

Business address

Branding (optional)

Want your report on your own letterhead? Upload your logo and we'll brand it for you.

Company logo / letterhead (optional) 🎨 Upload logo

Brand colors (optional)

Confirm & submit

Please read. Your valuation is only as accurate as the information and documents you provide. By submitting, you confirm that everything you've entered and uploaded is accurate and complete to the best of your knowledge. This report is an opinion of value for planning purposes — not a certified appraisal, audit, or tax/legal advice — and OB Investment Group is not liable for any decision made based on it. Final value is established only through due diligence and a definitive agreement.

I confirm my information is accurate and complete, and I understand and accept the above.

Confidential. Reviewed personally by our principals. We never sell your data. The $500 fee is arranged after you submit.

Know exactly what your business is worth.

Thank you — we've got it.